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Dimensional US Targeted Value ETF

772 hedge funds and large institutions have $9.95B invested in Dimensional US Targeted Value ETF in 2025 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 264 increasing their positions, 245 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5.26% more ownership

Funds ownership: 76.01%81.27% (+5.3%)

8% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 245

Holders
772
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Avondale Wealth Management
Texas
$7.63M
TFO
177
Timonier Family Office
North Carolina
$7.63M
OC
178
Oppenheimer & Co
New York
$7.54M
WPW
179
Watershed Private Wealth
Illinois
$7.47M
BP
180
BWM Planning
Texas
$7.39M
LFP
181
Lakeshore Financial Planning
Michigan
$7.33M
CSB
182
City State Bank
Iowa
$7.24M
AC
183
Annandale Capital
Texas
$7.2M
MIAS
184
Mason Investment Advisory Services
Virginia
$7.16M
SC
185
Schoolcraft Capital
Colorado
$7.09M
AWM
186
Ariadne Wealth Management
California
$6.84M
PWM
187
Parkshore Wealth Management
California
$6.64M
SA
188
Seneschal Advisors
Washington
$6.51M
Baird Financial Group
189
Baird Financial Group
Wisconsin
$6.42M
QCM
190
Quantinno Capital Management
New York
$6.37M
FWM
191
FMB Wealth Management
California
$6.3M
VWA
192
Valued Wealth Advisors
Utah
$6.2M
NWM
193
Northwest Wealth Management
Iowa
$6.16M
KAS
194
Kestra Advisory Services
Texas
$6.16M
MHS
195
M Holdings Securities
Oregon
$6.14M
TC
196
TAGStone Capital
North Carolina
$6.13M
Stifel Financial
197
Stifel Financial
Missouri
$6.03M
CWM
198
Capstone Wealth Management
Montana
$5.97M
W
199
WorthPointe
California
$5.92M
FJWM
200
Ferguson Johnson Wealth Management
Maryland
$5.85M